Associate, Investor Operations Private Equity

7 months ago

Halifax, Canada MUFG Investor Services Full time

Reporting to the Junior Associate Director, Investor Operations, a list of your responsibilities will include:
Complete daily deliverables, with quality while following company and department policies and procedures relating to investor registration, dealing, reporting and cash
Strive to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate
Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard
Perform allocated daily tasks, processes and deliverables with accuracy and quality
Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture
Support management in department initiatives, projects and risk mitigation
Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients, Openness and Honesty

**Qualifications**:
Diploma or Bachelor's degree in a business related field preferred or relevant experience
0-2 years experience in financial services, fund administration, asset management, banking or client service
Knowledge of Investor Services processes and related functionalities an asset
Existing client/customer service experience would be ideal
Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.

**Additional Information**:
What’s in it for you to join MUFG Investor Services?

Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus.

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